1. User's Guide
  2. Working with Standard Profitability and Cost Management Applications
  3. Managing Standard Profitability Allocations
  4. Working with Standard Profitability Assignment Rules
  5. Using the Assignment Rule Wizard
  6. Creating Assignment Rules from Existing Assignment Rules

Creating Assignment Rules from Existing Assignment Rules

You can edit an existing assignment rule, and use the Save As option to save it as a new assignment rule, as follows:

  • Edit an existing rule, and save as a new rule.

  • Edit an existing rule, modify its contents, and rename the rule.

To save an existing assignment rule as a new rule:

  1. From Task Areas, select Manage Allocations, and then Assignments.
  2. Select the source stage and intersection.
  3. Select the assignment rule that is to be copied or modified, and then click Edit.
  4. Optional: Modify the selections for the assignment rule.
  5. Under Rule Name, enter the name of the new rule.
  6. Optional: Enter a Search Tag to facilitate later searches for the rule.
  7. Optional: Enter a description of the assignment rule.
  8. Click Save As to save the rule under the new name.
  9. Click Finish.

    The new rule is displayed under Available Rules.